The Meritech Software Pulse tracks the $3 trillion public software market, showing a sharp divergence in 2026: AI-enabled infrastructure and security firms outperform, while traditional SaaS faces valuation pressure. Growth now correlates 4.4x more strongly with multiples than profitability, as investors demand revenue acceleration via AI features.
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Topics: Enterprise Software · AI Infrastructure
Published by Meritech · their site ↗
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